Converting leads into opportunities for Personnel

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hello everyone welcome to the channel today in this video we are going to learn how to convert lead to a contact so let's begin by understanding what is contact in Salesforce in Salesforce or contact other demographic data of a person such as a name address phone number and email address so now let's move ahead and learn to convert the lead into a contact using a Salesforce lightning edition so here I open my Salesforce account so before going to learn the process I want to explain you one thing there are only two scenarios when we need to convert the lead into a contact so the scenarios both depend upon the organization needs so in first scenario we need to convert a lead into a con that when we believe that the lead has an interest in our product and there is a chance of a sale and another scenario is that some of the organization converts the lead into a Content when the person finally purchase the product or services so now let's learn the process of converting lead into a contact in a Salesforce lighting Edition for this you first will have to click on this gear icon then you have to click on this setup now from the setup you have to click on this nine dot or you can see an app launcher from the App Launcher you have to select an app here I select the marketing app you can directly search for the lead object also if you want now from the above tablet you have to click on the leads now from this recent view click on all it shows you all the leads in our system now select the lead to whom you want to convert into a contest here I select this one click on it now here you will get a button also converted click on this button now select the converted status button now a pop-up is going to appear on your screen you have to update the contact details and if it finds you duplicate contact record everything on the right side of the page is used to attach to a lead to it so but I am going to create a new one so here is the name of my new contact to whom I want to convert into the lead so if you want to change anything you can change it otherwise you can click on this convert button [Music] and here you can see that shows up the pop-up you have created your lead has been converted and here are the contact details you can click on this contact to move to the page suppose here I click and from here you can see that it open the contact so with this we have learned to convert the lead into a contact using the converted button in the Salesforce lightning edition we also have one more way to convert the lead into a contact in a Salesforce lightning so let's learn this way also for this I am going to open my new setup now again I click on this app launcher I am from this app launcher I am going to search for the ah so this time I need the sales app so I click here on a sales now from the tab list here I select the leads now you again have to go to the all leads option from this drop down or you can say list View now select the lead to whom you want to convert suppose I select this one and you have to click on it then it redirects to the lead page and from here we have a drop down button next to the subject of approval here you will get option of the convert click on it the pop-up is open now you have to fill up the contact details if you want to choose the existing one click on this side otherwise you can create a new one I am going to create the new one so I'll Remain the field as it is I doesn't want to change anything so now simply click on the convert button and it shows you the message the lead has been converted and here is the contact detail if you want to go to the leaves you can directly click on this go to the leads button it again redirect you to the meet button and if you click on this all it show you all the leaves so with this we have learned the second way also to convert the lead into the context so now we will move ahead and learn the same wave and now we will move ahead and learn to convert the lead to a contact in a sales Source classic edition also for this firstly we have to move to the classification for this I click on my profile and here I get option of a switch to a Salesforce classic now we have to select an app for this here we will get the option of our app here I select the marketing app now from here I click on a leads now here I click on this go as the all is already selected from this drop down now select the lead to whom you want to convert to the contact here I select this one it redirect to the next piece now here you will get a button of a convert click on it here you will get the convert lead page now if you want to fill up something you can fill it up otherwise you can directly click on the convert button so there are no details related to the contact so I remain it as it is and I directly click on a convert and here it shows you the error message as you have to choose a account name so from here I chooses this one and now it also show me two choose a subject so here I also chose this one now I click on the convert and here you can set six and here you can see that it has converted the lead to the context successfully so with this we have learned to convert the lead into a context in a Salesforce lightning as well as a classic edition and if this video was helpful click on the like button and also subscribe to our channel for more videos like this one thank you for watching and have a great day